Key skills
CommunicationTime ManagementSales
About this role
Role Overview
- Support customers in the inbound call queue at the BMO Investment Centre
- Deliver wealth and investment-related sales and service to BMO customers
- Onboard new accounts and review customer goals and objectives
- Fulfill sales and service activities in accordance with procedures
Requirements
- 1 to 3 years of relevant professional experience
- Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC)
- Good knowledge of competitive marketplace trends and product offerings
- Some knowledge of industry regulations and standards
- Excellent communication, organizational, time management, and listening skills
- Strong verbal and written language skills in both French and English
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans